--000000000000bada4205e69bb212 Content-Type: multipart/alternative; boundary="000000000000bada4005e69bb211" --000000000000bada4005e69bb211 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Preston, Can you please run the same data report on Tuesday? I just want to make sure the attribution is flowing through. Best regards, Matt Matt Vijayan Director of Sales, Canada *Please note my email has changed:* mvijayan@TheKey.com (905) 592-0085 TheKey.com [image: TheKey] On Tue, Aug 16, 2022 at 11:00 AM Matt Vijayan wrote: > Hi Tim, > > Do you have access to aggregate data for 2022 Canadian clients from > Clearcare? I can start reconciling the revenue numbers to see where the > discrepancy is. > > I removed all internet/Google Adwords/WOM etc and just looked at referral > accounts for 2022 data. Only 20 out of 235 (8.5%) accounts are tagged wit= h > HCL. I am not expecting 100% of the accounts to be transferred to BD but > was expecting at least 25%. > > Referral Account Name (Multiple Items) > Count of Client Name Column Labels > Row Labels Allison Brennan Angie Kunnath Carolina Orosa Cheryl Cartwright= Cindy > Skulsky Corporate Team Jamie Fewchuk Jay Bradley Joseph Taylor Matt > Vijayan Nicole St Eve Roger Caron Shawntel Sousa Timothy Thomas (blank) G= rand > Total > Calgary 2 4 3 3 1 13 > Montreal 4 6 10 10 16 46 > Oakville 3 1 27 31 > Toronto 3 1 4 > Vancouver 61 3 1 10 75 > Waterloo 9 1 2 48 60 > Winnipeg 1 5 6 > Grand Total 9 1 61 3 1 10 4 1 6 5 4 10 3 10 107 235 > > Best regards, > > Matt > > Matt Vijayan > Director of Sales, Canada > *Please note my email has changed:* > mvijayan@TheKey.com > (905) 592-0085 > TheKey.com > [image: TheKey] > > > ---------- Forwarded message --------- > From: Preston Harlow > Date: Mon, Aug 15, 2022 at 6:40 PM > Subject: Re: Roger (Salesforce & clearcare reconciliation) > To: Angie Markwell > Cc: Matt Vijayan , Ashley Mirone , > Timothy Thomas > > > Hi Tim, > > Attached is a spreadsheet with Canadian clients. I have a tab with all CA > clients and another tab that is much more manageable filtered down to 202= 2 > client starts only and excluding any client related to Consumer Marketing > or Word of Mouth Account categories. Please review and track what changes > you'd like to see and we can get the file to the SF Team to upload and ma= ke > bulk changes. Happy to chat through if it helps. > > Thanks! > Preston > > On Fri, Aug 12, 2022 at 7:41 PM Angie Markwell > wrote: > >> Thanks Preston this is very helpful and I leave it to Tim and Matt to >> determine if they have anyone who fits this criteria. >> >> On Fri, Aug 12, 2022 at 1:33 PM Preston Harlow >> wrote: >> >>> Hi Angie and Matt, >>> >>> Based on what Matt is saying, no data is not flowing through correctly. >>> Salesforce is our source of truth and therefore anything that is >>> misrepresented we certainly want to be corrected. Typically we won't up= date >>> data in SF prior to the acquisition date but should have data f